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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,631 | $75,058-39.2% | $152,301-70.0% | $64,340-29.1% |
| Participation rate | 94.4% | 60.9%+33.5pp | 82.4%+12.0pp | 55.2%+39.2pp |
| Annual return | 17.27% | 29.93%-12.7pp | 80.50%-63.2pp | 24.14%-6.9pp |
| Employer contribution / active EE | $3,999 | $2,605+53.5% | $4,624-13.5% | $1,862+114.8% |
| Participant deferral / active EE | $6,805 | $5,041+35.0% | $8,004-15.0% | $2,980+128.3% |
| Admin fee / account holder | $6,436 | $4,050+58.9% | $14,398-55.3% | $3,703+73.8% |